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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Holmes is a financial advisor with Vanguard Advisers, Inc. Jennifer has been in the industry for over 16 years and has a strong background in investments. She is registered in several states and has a variety of certifications, including Series 66, Series 24, Series 10, and Series 9. Jennifer specializes in working with individuals, businesses, and pooled investment vehicles. She offers a variety of financial planning services, including portfolio management, selection of other advisors, and retirement planning. Jennifer is committed to providing her clients with personalized financial advice that meets their individual needs.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NC
03/07/2022 - Present
Vanguard Advisers, Inc. (Charlotte NC)
NC
04/12/2018 - 08/06/2021
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NC
01/03/2008 - 03/08/2018
SCOTTRADE, INC. (CHARLOTTE NC)
NC
11/10/2005 - 01/02/2008
A. G. EDWARDS & SONS, INC. (ASHEVILLE NC)
BOTH
Issued 08/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/13/2022
Series 24 - General Securities Principal Examination
BC
Issued 04/12/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/25/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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